Nuclear Update Premium November 15, 2025

The labor market finally blinked, shipping volumes are rolling over, and the goods economy is easing into a softer 2026. But just as the cycle cools, Washington is set to drop more than four hundred billion dollars into consumer pockets while the Fed cuts rates. In uranium: The World Nuclear Outlook just mapped out more than a terawatt of nuclear capacity by 2050, including a 538 GW “gap” that can only be closed with more builds, more fuel, and more lifetime extensions. Meanwhile, equities fell on the week while spot ticked up. Long-term demand keeps strengthening, even as short-term screens throw a tantrum.

Fredrik Lundstrom
November 15, 2025

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